401(k) · DOL Form 5500 · 2024

New Balance Athletics, Inc. 401(k) Plan

Data updated 2026-07-24

$493M
Total assets: 4,303
Participants: 97th
Percentile by assets: $114,528
Avg per participant

Official DOL plan name: New Balance Athletics Employee Savings and Security Plan · Sponsored by New Balance Athletics, Inc. · Massachusetts · Manufacturing

$493M in assets, 4,303 participants

New Balance Athletics, Inc.'s New Balance Athletics Employee Savings and Security Plan reported $493M in total assets and 4,303 participants in its 2024 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

97th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

New Balance Athletics Employee Savings and Security Plan covers 4,303 participants in Massachusetts, 6.7x the typical Massachusetts plan (state average ~641 per filing). Assets: $493M.

$493M
total plan assets (2024 EOY): 4,303
covered participants: 97th
percentile by assets (of 116,472 plans): $114,528
avg assets per participant

New Balance Athletics Employee Savings and Security Plan reported participants rose from 3,685 in the plan year 2023 filing to 4,303 in the plan year 2024 filing.
New Balance Athletics Employee Savings and Security Plan end-of-year assets rose from $424M in the plan year 2023 filing to $493M in the plan year 2024 filing.
New Balance Athletics Employee Savings and Security Plan reported net income fell from $75M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Manufacturing

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. New Balance Athletics Employee Savings and Security Plan reports 4,303 participants - 6.7x that state average ($493M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$424M
Net Assets (End of Year)	$493M
Net Income	$69M
Employer EIN	042460172
Plan Effective Date	1990-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (New Balance Athletics, Inc.)

Total plan assets by year, all New Balance Athletics, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	3,012	$349M
2023	1	3,685	$424M
2024	1	4,303	$493M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New Balance Athletics Employee Savings and Security Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare New Balance Athletics Employee Savings a… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to New Balance Athletics Employee Savings and Security Plan by total assets, not by location.

Brasfield & Gorrie 401(k) Plan (AL) $493M · 3,656
Retirement Plan for Employees of Scotiabank U. S. 401(k) () $493M · 1,430
Vitas Healthcare Corporation 401(k) Plan (FL) $493M · 10,153
Lineage Logistics 401(k) Plan (MI) $493M · 8,546

Frequently Asked Questions

How did New Balance Athletics Employee Savings and Security Plan assets move in 2024? ▼

New Balance Athletics Employee Savings and Security Plan grew sharply - up 16.2% during 2024, from $424M to $493M. Reported net income was $69M.

How have New Balance Athletics, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), New Balance Athletics, Inc.'s sponsor-wide assets grew 41.1%, from $349M to $493M.

Where does New Balance Athletics Employee Savings and Security Plan rank by assets among Form 5500 filers? ▼

New Balance Athletics Employee Savings and Security Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to New Balance Athletics Employee Savings and Security Plan? ▼

Among 401(k) plans in other states, the closest by assets is Brasfield & Gorrie 401(k) Plan in AL ($493M, 3,656 participants).

Next read for New Balance Athletics Employee Savings a…

Filing takeaways

Ways to act on New Balance Athletics Employee Savings and Security Plan's numbers.

By total assets, New Balance Athletics Employee Savings and Security Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
New Balance Athletics, Inc.'s sponsor-wide assets have grown 41.1% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042460172.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.